Organize contracts, receipts and forms

Use the document surfaces according to the task: documents, folder grouping, workspace context and activity history.

  1. Import a small set of clearly named documents. Start with fictional examples.
  2. Create or choose an appropriate folder and group related documents using the available organization controls.
  3. Use a workspace for the relevant context and inspect Activity when you need to return to recent work.
  4. Leave the workflow and find the intended file again. Check its version before acting or sharing.
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